MyPlanIQ 401k Investor Sandia Corporation Master Savings Plan Trust

Sandia Corporation Master Savings Plan Trust

This Plan is unrated.
Investment Options
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK ACWI BCT ACWI XUS INDEX
Foreign Large Value TFFAX TEMPLETON FOREIGN AD
Foreign Large Blend FTAEX FID US EQ INDX CL 2
Others
Moderate Allocation FBAKX FID BALANCED K
Target Date 2041-2045 LPHRX LIFEPATH RET 2045 M
Target Date 2031-2035 LPJRX LIFEPATH RET 2035 M
FIXED INCOME
Intermediate-Term Bond FTHRX FID INTERMED BOND
Intermediate-Term Bond SSBMX SSGA BOND MKT SL L
US EQUITY
LARGE BLEND NGUAX NB GUARDIAN INVT
SMALL BLEND DFSTX DFA US SMALL CAP
LARGE GROWTH FCNKX FID CONTRAFUND K
Total Available Funds: 18
Asset Class Ticker Description Rating
INTERNATIONAL EQUITY
WORLD STOCK ACWI BCT ACWI XUS INDEX
Foreign Large Value TFFAX TEMPLETON FOREIGN AD
Foreign Large Blend FTAEX FID US EQ INDX CL 2
Others
Moderate Allocation FBAKX FID BALANCED K
Target Date 2041-2045 LPHRX LIFEPATH RET 2045 M
Target Date 2031-2035 LPJRX LIFEPATH RET 2035 M
Target Date 2021-2025 LPBRX LIFEPATH RET 2025 M
Target Date 2036-2040 LPRKX LIFEPATH RET 2040 M
Target Date 2026-2030 LPRNX LIFEPATH RET 2030 M
Retirement Income LPRRX LIFEPATH RET M
Target Date 2016-2020 LPRMX LIFEPATH RET 2020 M
FIXED INCOME
Intermediate-Term Bond FTHRX FID INTERMED BOND
Intermediate-Term Bond SSBMX SSGA BOND MKT SL L
US EQUITY
LARGE BLEND NGUAX NB GUARDIAN INVT
SMALL BLEND DFSTX DFA US SMALL CAP
LARGE GROWTH FCNKX FID CONTRAFUND K
LARGE GROWTH FGCKX FID GROWTH CO K
SMALL BLEND IIRSX FRANK RUSS SM CP H
Total Available Funds: 18
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
INTERNATIONAL EQUITY
WORLD STOCK ACWI BCT ACWI XUS INDEX 96% 3 60 0 0.32% 1.79%
Foreign Large Value TFFAX TEMPLETON FOREIGN AD 80% 3 60 0 0.85% 1.24%
Foreign Large Blend FTAEX FID US EQ INDX CL 2 33% 3 60 0 1.55% 1.11%
Others
Moderate Allocation FBAKX FID BALANCED K 69% 3 60 0 0.5% 1.66%
Target Date 2041-2045 LPHRX LIFEPATH RET 2045 M 59% 3 60 0 0.34% 1.03%
Target Date 2031-2035 LPJRX LIFEPATH RET 2035 M 54% 3 60 0 0.34% 1.23%
Target Date 2021-2025 LPBRX LIFEPATH RET 2025 M 52% 3 60 0 0.59% 1.58%
Target Date 2036-2040 LPRKX LIFEPATH RET 2040 M 44% 3 60 0 1.04% 0.97%
Target Date 2026-2030 LPRNX LIFEPATH RET 2030 M 43% 3 60 0 0.34% 1.36%
Retirement Income LPRRX LIFEPATH RET M 20% 3 60 0 1.04% 1.41%
Target Date 2016-2020 LPRMX LIFEPATH RET 2020 M 0% 3 60 0 1.12% 1.44%
FIXED INCOME
Intermediate-Term Bond FTHRX FID INTERMED BOND 78% 3 60 0 0.45% 3.11%
Intermediate-Term Bond SSBMX SSGA BOND MKT SL L 0% 3 60 0 0.51% 0.4%
US EQUITY
LARGE BLEND NGUAX NB GUARDIAN INVT 99% 3 60 0 0.58% 0.18%
SMALL BLEND DFSTX DFA US SMALL CAP 71% 3 60 0 0.27% 1.12%
LARGE GROWTH FCNKX FID CONTRAFUND K 68% 3 60 0 0.55% 4.38%
LARGE GROWTH FGCKX FID GROWTH CO K 68% 3 60 0 0.79% 4.92%
SMALL BLEND IIRSX FRANK RUSS SM CP H 58% 3 60 0 0.85% 5.83%
Average Expense Ratio: 0.67%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 3.9% 14.0% 3.0% 8.3% 6.6% 7.9%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description(Ticker:)
The plan consists of 20 funds. It covers 3 major asset classes and 16 minor asset classes. The major asset classes it covers are US Equity, Fixed Income and Foreign Equity.

Sandia Corporation Master Savings Plan Trust is a defined contribution plan with a profit-sharing component and 401k feature.



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